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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $176,343 |
UBS FINANCIAL SERVICES INC5 years Service code 99 · EIN 13-2638166 | Other Fees | $94,818 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,049 | $82,163-57.3% | $125,381-72.0% | $64,819-45.9% |
| Participation rate | 93.5% | 77.9%+15.7pp | 82.4%+11.2pp | 71.5%+22.1pp |
| Annual return | -6.78% | 3.49%-10.3pp | 572.31%-579.1pp | 32.84%-39.6pp |
| Employer contribution / active EE | $684 | $3,616-81.1% | $4,815-85.8% | $2,507-72.7% |
| Participant deferral / active EE | $4,138 | $7,175-42.3% | $7,448-44.4% | $4,311-4.0% |
| Admin fee / account holder | $177 | $163+8.7% | $10,007-98.2% | $188-5.5% |